Wetherby Asset Management provides sophisticated investment advice and thoughtful personal wealth planning for high net worth families and institutions. Wetherby currently manages nearly $3.5 billion in assets and is 100% employee-owned with headquarters in San Francisco and another office in New York City. The firm recently received accolades from Charles Schwab, Barron's, Wealth Manager, Forbes, Worth and Investment News.

Job Description: The successful candidate will be a strong leader and work with a team of Wealth Managers, Investment Associates and Financial Operations Associates to support the operations of the firm and provide excellent service to internal and external clients. The functions of this role involve, but are not limited to, mentoring and training Financial Operations Associates and Senior Financial Operations Associates, project and process management, acting as the bridge between operations and client service within the firm, completing client reporting requests and other operations tasks and being a thought leader within operations.

Qualifications: This is a senior level position within operations. This person should have a 4-year college degree with an emphasis in finance or accounting, 7+ years of investment operations experience, experience mentoring staff and possess strong analytical skills. A person with an engineering or mathematics background will potentially be considered. Experience with the following is preferred: Advent Axys, CRM (client relationship management) systems and intermediate Microsoft Excel skills. This person should also have excellent leadership, time management, prioritization, organization, communication, collaboration and interpersonal skills,. Further, this person should be able to take immediate ownership of his/her work and be willing and able to back up teammates at all times. A proactive approach to problem solving and the ability to multitask are also important.

Responsibilities:

Lead financial operations team members in the effort to provide excellent client service at every touch point with the client

Train and mentor financial operations team members

Accountable for ensuring the team is properly trained, work is being completed on time, and proactive communication is abundant

Act as a thought leader by consistently providing innovative ideas within operations

Represent the voice of operations within the client service team

Represent the voice of the client service team within operations

Lead projects, such as the quarter end reporting process and quarterly tax estimates, for client service teams by ensuring project deliverables are completed on time and without errors